+43.9%
IQV vs TRGP
+23.7%
+20.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -1.1% |
| 7D | -2.6% | -0.7% | -1.9% | -2.8% |
| 30D | +6.2% | +9.5% | -3.3% | +9.4% |
| 3M | +38.0% | +10.8% | +27.2% | +42.7% |
| 6M | +43.9% | +25.3% | +18.6% | +52.2% |
| All | +43.9% | +23.7% | +20.2% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded TRGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling